Elderly Services Inc (EIN 030280968) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Kristin Bolton

Phone

8023883983

Tax Period

2024-07-01 to 2025-06-30

Elderly Services Inc, founded in 2006, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 46% operating margin.

Mission

Day care and advocacy for the elderly.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,777,581

Program Service Revenue $2,039,705

Investment Income $168,502

Other Revenue $16,800

TOTAL REVENUE $5,002,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,977,987

Fundraising Expenses $12,635

Program Expenses $2,426,514

Other Expenses $740,931

TOTAL EXPENSES $2,718,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,002,588	$4,257,212	+0.2%
Expenses	$2,718,918	$2,281,423	+0.2%
Net Income	$2,283,670	$1,975,789	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

480

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$115,993

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Bolton	Executive Director	40.00	Officer Highest	$115,993	$0	$115,993
Sonja Olson	Treasurer	1.00	Officer Director	$0	$0	$0
Betsy Etchells	Board Member	1.00	Director	$0	$0	$0
Susan Montgomery	Secretary	1.00	Officer Director	$0	$0	$0
Kathy Starr	Treasurer	1.00	Officer Director	$0	$0	$0
Mary Sullivan	Board Member	1.00	Director	$0	$0	$0
Dave Tatlock	Board Member	1.00	Director	$0	$0	$0
Tom Hanley	President	1.00	Officer Director	$0	$0	$0
Don Peddie	Board Member	1.00	Director	$0	$0	$0
Freeman Corey	Board Member	1.00	Director	$0	$0	$0
Wendy Beach	Board Member	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,002,588	$2,718,918	$11,736,755	$2,283,670
2024	$4,257,212	$2,281,423	$9,252,354	$1,975,789
2023	$2,204,149	$2,153,372	$7,058,830	$50,777
2022	$2,278,743	$1,938,286	$6,919,552	$340,457
2021	$2,084,173	$1,559,539	$7,040,496	$524,634
2020	$2,437,747	$2,544,196	$6,619,765	$-106,449
2019	$2,394,932	$2,641,571	$6,491,221	$-246,639

Elderly Services Inc